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Our Firm

Based in San Antonio, our independent wealth services firm delivers tailored financial and retirement planning strategies designed specifically for business owners and professionals within the healthcare, energy, and telecommunications sectors.

About UsRobert Cadena And TheRetirement Solutions Team.

About Us
Robert Cadena And The
Retirement Solutions Team.

For financial planning and wealth management in San Antonio, TX, contact our team. We have the expertise to help you work toward a comfortable financial future after retirement. Whether you want help with financial planning or information about life insurance, our company can help you manage your funds properly. Below is a more in-depth background on members of our team.

Why Choose Us
Built On Trust. Driven By Purpose.

A Long Track Record Of Professional Experience

For over two decades, our leadership has combined advanced financial designations with recognized industry experience to guide families through changing market environments.

Helping Clients Pursue Their Personal And Family Goals

We build comprehensive wealth and estate strategies that simplify complex financial choices, allowing you to focus on your career, your family, and your long-term retirement vision.

Building Trust Through Integrity And Reliability

Our commitment to transparent communication and highly responsive service forms the foundation of the enduring relationships we maintain with our clients.

Meet The Team
The People Behind Your Plan.

Our dedicated professionals combine corporate finance backgrounds, deep operational expertise, and specialized client-service experience to support your financial journey. Every member of our staff works collaboratively to streamline your onboarding, answer your questions, and keep your administrative needs on track. Get to know the experienced individuals who are fully committed to providing you with a high level of care and attention.

Robert Cadena

Robert Cadena

CEO

Robert C. Cadena Jr., co-founded Retirement Solutions in 2001 and serves as the company's Chief Executive Officer.Before his work with Retirement Solutions, Robert was a Registered Investment Advisor Representative at MassMutual...
Gabriella Martinez

Gabriella Martinez

Administrate Assistant

Gabriella Martinez is an Administrative Assistant with Retirement Solutions. She has been with our company since 2017. In her current role as an Administrative Assistant, Gabriella works closely with our advisor and she supports our...
Stephanie Iguaran

Stephanie Iguaran

Administrate Assistant

I have been a dedicated professional with Retirement Solutions since 2006. I earned my Bachelor’s degree in Finance from the University of Texas at San Antonio (UTSA) and have built extensive experience supporting clients and their...

Helpful Links

Holiday Budget Planner

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Budget Worksheet

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Asset Allocation Questionnaire

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Client Questionnaire

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Resources
Latest Insights

Women and Wealth: A Pivot Towards Retirement

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.
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Retirement Strategy After a Job Loss

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
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Understanding Money Market Funds

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.
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